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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,062 | $104,251+46.8% | $91,004+68.2% | $147,586+3.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 7.54% | 27.06%-19.5pp | 4.60%+2.9pp | 578.59%-571.1pp |
| Employer contribution / active EE | $9,995 | $3,116+220.8% | $2,456+307.0% | $4,876+105.0% |
| Participant deferral / active EE | $5,598 | $4,195+33.4% | $3,548+57.8% | $5,439+2.9% |
| Admin fee / account holder | $239,351 | $8,948+2574.9% | $5,417+4318.1% | $10,886+2098.8% |